Jory SanduskyJory Sandusky, CPWA®, AIF®Wealth Advisor
About Jory
Jory Sandusky is a Wealth Advisor at J.P. Morgan Wealth Management.
Jory delivers comprehensive wealth management services to individuals and families, serving as their trusted advisor. He understands that wealth is more than money and believes it's imperative to address both human and fiscal needs across their financial lives to transform their success into meaningful legacies. By implementing goals-based planning, custom portfolio design, trust and estate planning, family dynamics coaching, banking and credit solutions and more, he weaves an outsourced family office-style approach.
Jory's focus is on helping business owners, tech leaders, entrepreneurs and members of the LGBTQ+ community align their values with their vision for the future. He fosters financial literacy to increase trust and communication between multiple generations of a family.
Jory began his professional journey in commercial aviation, overseeing onboard operations in Chicago, London, San Francisco and Los Angeles. In the wake of the Great Recession, he felt called to help bring calm and holistic care to the financial services industry after watching as his parents were ignored by their advisor during that stressful economic chapter. Thus, Jory joined Morgan Stanley in 2010, where he was able to put his Finance degree to better use.
Later recruited to U.S. Bank's multi-family office, Ascent, in 2015, Jory led the California operation, serving centimillionaire and billionaire client families. He moved to J.P. Morgan in 2023 for the opportunity to bring his family office perspectives and tools to clients at varied wealth levels who could benefit from his differentiated background.
A graduate of California State University Long Beach, Jory earned a B.S. in Finance, Real Estate and Law. He also holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments and Wealth Institute after studying at the Yale School of Management. Additionally, he holds the designation of an Accredited Investment Fiduciary® (AIF®) and FINRA Series 7 and 66 securities licenses.
Jory grew up in the Bay Area, and he and his husband live in San Francisco, not far from family. In his free time, he enjoys yoga, being outdoors, attending local theatre, the San Francisco Symphony and exploring the wine country. Jory also supports efforts in LGBTQ+ entrepreneurship.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now